Ad is loading...
JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$35.15
Change-$1.03 (-2.85%)
VolumeN/A
CapitalizationN/A
JAMCX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. MVCAX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JAMCX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. JAMCX (13.5B). MVCAX pays higher dividends than JAMCX: MVCAX (1.16) vs JAMCX (0.87). JAMCX was incepted earlier than MVCAX: JAMCX (24 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JAMCX (12.00). JAMCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 7.20 vs. JAMCX (5.55). MVCAX return over 5 years is better than : 32.46 vs. JAMCX (-3.83).
| JAMCX | MVCAX | JAMCX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.506 | 5.872 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 17.5B | 77% |
| Annual Yield % from dividends | 0.87 | 1.16 | 75% |
| Returns for 1 year | 5.55 | 7.20 | 77% |
| Returns for 3 years | -6.14 | 5.74 | -107% |
| Returns for 5 years | -3.83 | 32.46 | -12% |
| Returns for 10 years | 4.06 | 68.25 | 6% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers